Create a CRM Contact Record


Create a CRM Contact Record

1.  Log in to the Workforce CRM:

2.  Click the + icon in the top right.

    Plus sign

3.  Select Contact.

     List of options - select Contact.

4.  Enter all fields that are required denoted by the red asterisk *. At least one type of contact information is required (email or phone #).

    Contact details screen

5.  If associated with an account/company, select the magnify glass and search.

    Magnifying glass

6.  If the account/company does not exist, create it by clicking the magnify glass on the account name then clicking on New.

    New button

Posted - Tue, Oct 30, 2018 at 3:29 PM. This article has been viewed 3395 times.
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